Feature Summary

^An investment code must be added for each cash account. The code is available on the Portfolio Valuation Report. Refer to How to link Multiple Cash Accounts to a Feed to link multiple Cash Accounts.
*This feed supports history on initial activation. The adviser can also request history by using the web system provided by Praemium. 

Configuration Process 

Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform  Feed 

1. Enter the account information as per the statement:

   Field Name	Field Description	Example
   Account number	This is the PPM account number. There is no specific account number convention.	Account Number: BFF02J
   Product	Set to "Private Portfolio Management"	Private Portfolio Management

2. Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.

If all the relevant holding accounts are not linked the system will create new investment accounts. This can result  in duplicate investment accounts which are difficult to correct.

Authority Process

1. Email PPM  ppm@ppmfunds.com and ask them to enable a 

    data feed for the account to Class.

2. PPM will respond and provide the adviser details required t enable completion of Step 3.

3. Select the adviser from the drop-down. If the adviser name does not appear, refer to How to enter Adviser Authorities in Class. using the  option Praemium EPI4.3. 
4. Click "Save."
5. Change the Feed status to "Waiting on Provider" and then click "Save."

oad automatically within ten business days